Create a Rule or Data Source | Vantage CX - 1.4 - Creating a Rule or Data Source - Vantage Customer Experience

Vantage Customer Experience User Guide

prodname
Vantage Customer Experience
vrm_release
1.4
created_date
June 2021
category
User Guide
featnum
B035-3800-099K

You can clone an existing rule or data source. See Editing or Cloning a Rule or Data Source.

  1. Begin creating a rule or data source by doing one the following:
    Option Action
    Create a rule Select "" > Data preparation > Rules.
    Create a data source Select "" > Data sources.
  2. Select Create New and choose one of the following:
    Option Action
    Create a rule that populates a destination table Insert rule
    Create a rule that returns parameters which can be mapped to workflow-level variables in Workflows Select rule
    Create a data source that returns results to a destination table Insert data source
    Create a data source that returns parameters which can be mapped to customer list-level variables in Customer Lists Select data source